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iShares iBonds Dec 2030 Term Corporate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MFG
76
Mendota Financial Group
Wisconsin
$570K +$544K +26,329 New
DWT
77
Dorsey & Whitney Trust
South Dakota
$563K
BFG
78
Beacon Financial Group
Texas
$551K +$527K +25,484 New
SWM
79
Segment Wealth Management
Texas
$510K +$280K +13,550 +135%
CTC
80
Central Trust Company
Missouri
$510K +$273K +13,199 +128%
Wealth Enhancement Advisory Services
81
Wealth Enhancement Advisory Services
Minnesota
$507K +$115K +5,563 +31%
SWC
82
Spectrum Wealth Counsel
Indiana
$506K +$484K +23,398 New
NL
83
NWAM LLC
Washington
$499K +$477K +23,069 New
AWM
84
AE Wealth Management
Kansas
$469K -$604K -29,200 -57%
CCWA
85
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$444K +$424K +20,515 New
SFO
86
Stokes Family Office
Louisiana
$440K +$421K +20,345 New
Mariner
87
Mariner
Kansas
$435K +$415K +20,085 New
RBC
88
Roble Belko & Company
Pennsylvania
$409K -$312K -15,095 -44%
IWC
89
Integrated Wealth Concepts
Massachusetts
$404K +$167K +8,054 +76%
Cetera Investment Advisers
90
Cetera Investment Advisers
Illinois
$376K +$60.1K +2,906 +20%
KNW
91
Kesler Norman & Wride
Utah
$357K +$105K +5,098 +45%
MSWM
92
McGlone Suttner Wealth Management
Wisconsin
$356K +$38K +1,837 +13%
GCA
93
Gradient Capital Advisors
California
$338K +$323K +15,622 New
SPWG
94
Syntegra Private Wealth Group
Missouri
$321K
GHA
95
Granite Harbor Advisors
Texas
$320K
BCPWM
96
Bradley & Co Private Wealth Management
Florida
$301K
Cambridge Investment Research Advisors
97
Cambridge Investment Research Advisors
Iowa
$299K +$18.1K +873 +7%
MA
98
MONECO Advisors
Connecticut
$299K +$827 +40 +0.3%
SCA
99
Snowden Capital Advisors
New York
$269K
JIR
100
James Investment Research
Ohio
$259K +$247K +11,950 New